$240 Million is the total value of GREENUP STREET WEALTH MANAGEMENT LLC's 84 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGA | Exit | AMERICAN CENTY ETF TRsustainable eqty | $0 | – | -4,734 | -100.0% | -0.10% | – |
| TAXF | Exit | AMERICAN CENTY ETF TRdiversified mu | $0 | – | -5,800 | -100.0% | -0.12% | – |
| AVMU | Exit | AMERICAN CENTY ETF TRcore muni fxd in | $0 | – | -6,386 | -100.0% | -0.13% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -6,594 | -100.0% | -0.19% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -5,370 | -100.0% | -0.25% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -70,983 | -100.0% | -8.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF | 11 | Q2 2024 | 14.9% |
| ISHARES TR | 11 | Q2 2024 | 11.9% |
| ISHARES TR | 11 | Q2 2024 | 8.0% |
| AVANTIS EMERGING MARKETS EQ ETF | 11 | Q2 2024 | 7.2% |
| Vanguard Value ETF | 11 | Q2 2024 | 4.4% |
| Ishares Tr Blackrock Ultra | 11 | Q2 2024 | 6.1% |
| ISHARES TR | 11 | Q2 2024 | 3.7% |
| ISHARES TR | 11 | Q2 2024 | 3.5% |
| Ishares Tr 20 Yr Tr Bd Etf | 11 | Q2 2024 | 3.6% |
| Alphabet Inc Cap Stk Cl A | 11 | Q2 2024 | 2.7% |
View GREENUP STREET WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-29 |
View GREENUP STREET WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.